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    Investment Consultant II - Charlotte, United States - Bank of America

    Bank of America
    Bank of America Charlotte, United States

    1 week ago

    Bank of America background
    Description
    Investment Consultant II - Merrill Premium page is loaded

    Investment Consultant II - Merrill Premium

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    locations

    Charlotte

    time type

    Full time

    posted on

    Posted 3 Days Ago

    job requisition id


    Job Description:


    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

    Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.

    We're devoted to being a diverse and inclusive workplace for everyone.

    We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

    Join us


    Job Description:


    This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs.

    Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs.

    Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach.

    This position is subject to SAFE Act registration requirements.

    Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.

    Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.

    Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

    The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions.

    The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes.

    The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.


    Responsibilities:
    Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
    Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
    Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
    Deliver exceptional service to clients by answering general account inquiries
    Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
    Assist clients with brokerage consumer website usage and navigation
    Educate potential and existing clients about investment products, services and trading strategies
    Research and resolve client requests
    Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

    Required Qualifications:

    • Series 7 & 66 required;
    • Demonstrated passion and interest in financial markets
    • Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
    • Strong analytical and organizational skills
    • Detail oriented, with good followup skills
    • Strong interpersonal skills
    • Ability to multitask in a dynamic environment
    • Requires basic knowledge of the organization, products and/or services
    • Requires knowledge of financial markets and trading strategies
    • Excellent verbal and written communication skills
    • Proven ability to meet and exceed productivity and performance goals
    • Must be technologically savvy and able to quickly learn new systems
    • Ability to adapt and seek solutions for customers in a fastpaced environment
    • Must be flexible to work assigned shift within center hours of operation
    • Strong desire for point of call resolution
    • Focus on client satisfaction

    Desired Qualifications:

    • Call center experience is preferred but not required
    • Previous Brokerage experience is a plus
    • 1+ years of financial industry experience

    Skills:
    Account Management
    Advisory
    Client Experience Branding
    Customer and Client Focus
    Oral Communications
    Active Listening
    Attention to Detail
    Client Solutions Advisory
    Issue Management
    Pipeline Management
    Causation Analysis
    Client Management
    Policies, Procedures, and Guidelines
    Risk Management
    Trading

    Shift:
    1st shift (United States of America)


    Hours Per Week:
    40
    About Us


    Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure.

    Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
    Regardless of the position you are interested in, the starting points to building your resume are the same:

    • Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
    • Think about why you can do the job and make a list of your skills that are relative to the job.
    • Identify experiences or accomplishments that show your proficiency in the skills required for the job.
    • Summarize your abilities, accomplishments and skills into a brief, concise document.
    Considerations when writing a resume


    • Do be brief. Resumes should be 1-2 pages in length.
    • Do be upbeat and active in your wording.
    • Do emphasize what you have done clearly and concretely.
    • Do be neat and well organized.
    • Do have others proofread and critique your resume. Spell check. Make it error free.
    • Do use high quality, white or light colored 81⁄2 x 11 paper. Use a laser printer if possible.
    • Don't be dishonest, always tell the truth about yourself in the most flattering light.
    • Don't include salary history or requirements.
    • Don't include references.
    • Don't include accomplishments that do not support your professional goals.
    Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)


    Don't use italics, underlining, shadows or other fancy treatments.
    Seven steps to a successful interview

    • Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
    • Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
    • Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
    • Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
    • Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
    • Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
    • Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
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